BXC

This article first appeared on GuruFocus. Net Sales: $814 million, up over 4% year-over-year. Gross Profit: $140 million, with gross margin of 17.2%, up from 15.3% in the prior year period. Adjusted Gross Margin (excl. duty benefit): 16.3%, excluding a $7.2 million duty-related benefit. SG&A: $107 million, up $12 million year-over-year, mainly due to the Disdero acquisition, fuel and third-party freight expenses, and employee-related costs. Net Income: $6.4 million, or $0.81 per diluted share. Adjusted Net Income: $9.1 million, or $1.15 per diluted share, up approximately 64%. Adjusted EBITDA: $35.6 million, up approximately 33% year-over-year; adjusted EBITDA margin of 4.4%. Adjusted EBITDA (excl. duty benefit): $28.4 million, for a margin of 3.5%. Specialty Products Net Sales: $564 million, up nearly 4% year-over-year. Specialty Products Gross Margin: 20%, up from 18.5% last year; 18.7% excluding the duty-related item. Structural Products Net Sales: $250 million, up nearly 6% year-over-year. Structural Products Gross Margin: 10.9%, up from 8.2% in the same period last year. Disdero Contribution: Nearly $25 million of net sales and $2.7 million in adjusted EBITDA. Operating Cash Flow: $11 million in the second quarter. Free Cash Flow: $9 million in the second quarter. Capital Expenditures: $2.8 million in the quarter. Liquidity: Approximately $655 million available at quarter end, including $318 million in cash and $337 million in undrawn revolver capacity. Total Debt: $377 million, excluding real property financing leases; net debt of $58 million. Net Leverage Ratio: 0.6 times trailing four-quarter adjusted EBITDA. Share Repurchases: $2 million of common shares repurchased during the quarter; $54 million remaining under authorization. Warning! GuruFocus has detected 5 Warning Signs with BXC. Is BXC fairly valued? Test your thesis with our free DCF calculator. Release Date: August 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. BlueLinx Holdings Inc (NYSE:BXC) delivered a 4% year-over-year increase in net sales to $814 million, driven by higher volumes and improved pricing across key specialty product categories. Adjusted EBITDA surged 33% year-over-year to $35.6 million, with adjusted net income up approximately 64% to $1.15 per diluted share. The company continues to gain market share despite a challenging housing market, evidenced by 11% volume growth in the multifamily channel and 2% growth in national accounts. BlueLinx Holdings Inc (NYSE:BXC) secured a new distribution partnership with Trex, expanding its outdoor living product offerings across 11 markets and strengthening its position as a preferred commercialization partner. The company's strong balance sheet provides significant financial flexibility, with $655 million in available liquidity and a net leverage ratio of just 0.6 times. Gross margins expanded significantly, with specialty products reaching 18.7% and structural products hitting 10.9%, excluding a one-time duty-related benefit. The company successfully navigated a difficult cost environment, managing through 60 supplier price increases and a 50% surge in diesel fuel costs while still improving profitability. Free cash flow improved substantially year-over-year, driven by higher adjusted EBITDA and more effective inventory management. BlueLinx Holdings Inc (NYSE:BXC) is making meaningful progress on its AI and digital transformation initiatives, which are enhancing commercial activities and inventory management capabilities. The company's strategic focus on branded specialty products is paying off, with these products now representing approximately 70% of net sales and 80% of gross profit. The company continues to operate in a challenging market environment, with single and multifamily housing starts declining and repair and remodel activity remaining tepid. BlueLinx Holdings Inc (NYSE:BXC) faces persistent cost inflation, including a 50% year-over-year increase in diesel fuel costs and a nearly 17% rise in flatbed freight rates. The company experienced volume pressures in millwork due to cheaper alternatives and aggressive local market pricing, as well as in panels due to market oversupply. SG&A expenses increased by $12 million year-over-year, primarily due to the Disdero acquisition, higher fuel and freight costs, and increased employee-related expenses. The company expects specialty product gross margins to decline to 18%-19% in Q3 2026, down from 18.7% in Q2, and structural margins to fall to 8.5%-9.5% from 10.9%. BlueLinx Holdings Inc (NYSE:BXC) anticipates higher capital expenditures in the second half of 2026 for facility maintenance, technology, and fleet investments. The Trex partnership is expected to require significant upfront working capital investment, with meaningful P&L impact not expected until 2027. The company's effective income tax rate was elevated at 43% for the quarter, including the impact of discrete items. Consumer confidence remains low, and persistent inflation, economic uncertainty, and geopolitical volatility continue to weigh on the housing and repair and remodel markets. The company faces a competitive pricing environment, particularly in engineered wood products, with pressure from imported products like Euro LVL. Q: Can you frame up the size of your decking business before the Trex announcement and where this could go now that you have access to the leader in the space?A: Shyam Reddy (CEO): It is too early to provide specific numbers, but the Trex opportunity, as the number one branded decking product with significant share, gives us a much more sizable opportunity than we have had before. The 11 markets align well with our distribution footprint, and we believe we can drive outpaced growth for Trex in those markets. We are a brand new distribution partner, and we are prepared to start loading product this month, which validates the strength of our operational excellence initiatives and our ability to be the best commercialization partner for vendors. Q: What has allowed you to work through the 60 vendor increases and rising transportation and energy costs to achieve such impressive gross margin performance?A: Shyam Reddy (CEO): Our operational excellence initiatives, driven by centers of excellence in Atlanta and regional directors in the field, focus on managing inflationary cost impacts through strategic pricing initiatives, including bespoke price increases and surcharges. We work closely with suppliers to be aware of price increases in advance and execute quickly to push them through. Ultimately, we are able to price effectively because of the value we provide, which allows us to grow and drive margins in a challenging market. Kelly Wall (CFO) added that on the structural side, market pricing for lumber and panels has increased, and they have benefited from effective pricing and inventory management. Our transportation management system and pricing initiatives, supported by data and better tools, have also been key in managing freight costs and passing through vendor cost increases. Q: The press release said daily sales volumes are higher year-over-year and sequentially. Is revenue expected to be higher in 3Q versus 2Q, and what gives you confidence in this acceleration given the modest outlook for new housing construction?A: Kelly Wall (CFO): Yes, total revenue is expected to be up from Q2 to Q3. This is driven by our continued execution of strategies to drive volume growth relative to the overall market, as well as more effective pricing. On the structural side, we expect margins to come back down in the back half of the year to more traditional levels, but they have been elevated in the first part of the quarter, which will also help. Q: How did specialty products volumes trend throughout the quarter, and which product categories came in better or worse than anticipated?A: Shyam Reddy (CEO): We saw pressure in millwork volumes due to tepid repair and remodel activity, and panels was also a challenging market due to oversupply. However, our share gain efforts, focused on multifamily, national accounts, and strategic builder pull-through programs, are driving sales in specific specialty product categories. This strategic approach is helping us gain share in an otherwise down market. Kelly Wall (CFO) added that in the current quarter, year-over-year volumes are up for both specialty and structural in low single digits, with specialty pricing up low single digits and structural pricing up mid-teens. Sequentially, they expect overall volumes to be slightly positive from Q2 to Q3. Q: Can you update on the competitive environment for engineered wood products (EWP) and whether pricing should stabilize and inflect higher in that category?A: Shyam Reddy (CEO): The competitive landscape has not changed, but our strength is on margin and volume growth due to builder pull-through programs with key channel partners. The deflationary impact has had less effect on us because of the value-add services we provide that justify price maintenance. It is a very competitive environment with products coming in from overseas, such as Euro LVL, putting pricing pressure on locally produced EWP. However, because of our value-add services, creative pricing programs, and channel partner relationships driving profitable sales growth for end builders, we are able to gain share and maintain margins. Q: Should we expect the stepped-up SG&A level to be a run rate moving forward, and can you provide guidance for the back half of the year?A: Kelly Wall (CFO): We came in at $107 million in Q2, higher than our previous expectation of $100 million to $105 million, due to higher fuel costs, freight costs, employee costs tied to overperformance, and higher healthcare costs. For the back half of the year, we expect to average about $105 million in SG&A for both quarters, with Q3 slightly higher than Q4, which is the typical seasonal trend. Shyam Reddy (CEO) added that out-of-warehouse volumes, which drive up SG&A costs at the warehouse level, have increased disproportionately compared to direct volumes due to the channel strategy. Q: What is the timeline and progression you would expect for ramping up the Trex business to a reasonably sized base, and what are the initial expectations for run rate contributions?A: Shyam Reddy (CEO): It is too early to talk about numbers, but we are moving very quickly, with POs being issued by the end of this week and product being loaded this month. Sales and profit will hit the 2026 P&L in Q3 and Q4, but it will take time to ramp up as we convert business. Trex is an incredibly well-branded product, and I am confident we will execute and convert quickly, but it is really a 2027 impact as it takes time to get known in the marketplace. There will be some upfront working capital investment, but look at 2027 as a real year of execution. Q: When you think about larger vendors with strict dual distribution models, is there a rule of thumb in terms of general market share between distributors, or is it market dependent?A: Shyam Reddy (CEO): It is all about local market execution. Our supplier partners only go with distributors who they believe can help grow their overall business and take their full capacity. At the market level, it is head-to-head competition based on value-add services, such as take-off services and innovative programs. Having both structural and specialty products allows us to sell into the whole house needs of end users, providing a better value proposition. We win at the local market level through bundling products and creative pricing, and our results show we can effectively compete on value, maintain pricing and margins, and grow business in a tough market. Q: What are the primary second-order effects of upgrading the vendor base, and does it help attract another vendor in a different category or open the door to new dealer partners?A: Shyam Reddy (CEO): Yes, absolutely. It validates our strategy For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in BlueLinx Holdings Inc.? Here are five stocks we like better. BlueLinx delivered stronger second-quarter results, with sales up more than 4% year over year to $814 million, adjusted EBITDA up approximately 33% to $35.6 million, and free cash flow of $9 million. Results benefited from market-share gains, pricing, acquisition contributions and a $7.2 million import-duty benefit. Specialty and structural-products performance improved despite weak housing and repair-and-remodel markets. Specialty sales rose nearly 4% and structural sales nearly 6%, while gross margins expanded, although the company continues to face panel oversupply, cheaper millwork alternatives and rising freight and supplier costs. BlueLinx is expanding its growth platform through a new Trex distribution partnership in 11 markets, with initial contributions expected in late 2026 and a more meaningful impact anticipated in 2027. The company ended the quarter with approximately $655 million in liquidity, low net leverage of 0.6 times adjusted EBITDA and no material debt maturities until 2029. Hidden Gems: 3 Quiet Stocks With Loud Potential BlueLinx (NYSE:BXC) reported higher second-quarter sales, earnings and free cash flow as the building-products distributor cited share gains and improved pricing despite continued weakness in housing construction and repair-and-remodel activity. Net sales increased more than 4% year over year to $814 million in the second quarter of 2026. Net income was $6.4 million, or $0.81 per diluted share, while adjusted net income rose to $9.1 million, or $1.15 per diluted share. Adjusted EBITDA increased approximately 33% to $35.6 million, representing a 4.4% margin. → SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Blackstone (NYSE:BX) Stock a Buy After an Impressive Q3 The quarter included a $7.2 million import duty-related benefit. Excluding that item, adjusted EBITDA was $28.4 million and the adjusted EBITDA margin was 3.5%, according to Chief Financial Officer and Treasurer Kelly Wall. President and Chief Executive Officer Shyam Reddy said the company generated volume growth at “solid margins” across key customer channels and product categories, which BlueLinx believes reflects market-share gains while single-family and multifamily housing starts declined and repair-and-remodel activity remained subdued. → 3 Drone Stocks That Should Soar After the Summer Slump Specialty products generated $564 million in sales, up nearly 4% from the prior-year quarter. The increase was driven by sales from Disdero, acquired during the fourth quarter of 2025, higher volumes in engineered wood products and industrial products, and increased pricing across nearly all product types. Disdero contributed nearly $25 million in sales and $2.7 million in adjusted EBITDA during the quarter. Specialty gross profit increased more than 12% to $113 million. Specialty gross margin was 20%, or 18.7% excluding the duty-related benefit, compared with 18.5% a year earlier. → The Bitcoin Comeback May Already Be Underway—2 ETFs for Exposure Wall said millwork volumes faced pressure from cheaper alternatives and aggressive local pricing, while Reddy also pointed to panel-market oversupply. Still, the company reported growth in key channels, including an 11% year-over-year volume increase in multifamily and a 2% increase in national accounts. Structural-products sales rose nearly 6% to $250 million, aided by higher lumber pricing and volumes, partly offset by panel-volume pressure. Structural gross profit climbed 40% to $27 million, and gross margin improved to 10.9% from 8.2% in the prior-year period. Reddy said engineered wood pricing remains competitive, including pressure from imported LVL products, but he said BlueLinx’s value-added services, pricing programs and builder pull-through relationships have helped the company maintain margins and gain share. Total gross profit was $140 million, while consolidated gross margin increased to 17.2% from 15.3% in the prior-year quarter. Excluding the duty-related item, consolidated gross margin was 16.3%. SG&A expense rose $12 million year over year to $107 million, largely reflecting the Disdero acquisition, higher fuel and third-party freight costs, and employee-related expenses. Reddy said diesel costs were up 50% year over year and flatbed freight rates increased nearly 17%, while the company received roughly 60 supplier cost increases through the first half of 2026, versus approximately 20 during the comparable 2025 period. Management attributed its performance to inventory discipline, pricing execution, cost pass-through efforts and value-added services. Wall also cited the company’s transportation management system and pricing tools as helping regions and branches react more quickly to higher costs and market demand. For the third quarter, BlueLinx expects specialty gross margin of 18% to 19%, with daily specialty sales volumes flat sequentially and higher than the third quarter of 2025. Structural gross margin is expected to range from 8.5% to 9.5%, with daily volumes higher both sequentially and year over year. BlueLinx recently announced a distribution relationship with Trex in 11 markets across its central, north and south regions. Reddy said the company expects to begin loading product during the current month, with sales and profit contributions beginning in the third and fourth quarters of 2026. However, he characterized 2027 as the more meaningful year for the partnership’s financial impact, noting that the company will need time to build market awareness and convert business. BlueLinx expects an upfront working-capital investment and plans targeted hiring, training and other investments where appropriate. Reddy said the Trex arrangement follows other geographic and product-line expansions involving suppliers including Huber, Louisiana-Pacific, Georgia-Pacific, Westlake Royal Building Products and RDI. He said these supplier relationships support BlueLinx’s efforts to expand its specialty portfolio, serve more of customers’ whole-house needs and build its multifamily, national-account and builder pull-through programs. BlueLinx ended the quarter with $318 million in cash and cash equivalents and $337 million of undrawn revolver capacity, for total available liquidity of approximately $655 million. Total debt, excluding real-property financing leases, was $377 million, while net debt was $58 million. The company’s net leverage ratio was 0.6 times trailing four-quarter adjusted EBITDA, and it has no material debt maturities until 2029. Operating cash flow was $11 million and free cash flow was $9 million, both improving from the second quarter of 2025, primarily due to higher adjusted EBITDA and inventory management. Capital expenditures totaled $2.8 million, largely for facilities, technology and fleet investments. The company expects higher capital spending in the second half of 2026 than in the prior year as it invests in maintenance, channel and product initiatives, and digital transformation. BlueLinx also repurchased $2 million of common stock during the quarter and had $54 million remaining under its repurchase authorizations. Wall said the company remains measured about the remainder of 2026, as housing conditions are expected to remain soft, while maintaining a long-term target of net leverage at or below two times. BlueLinx Corporation is a leading distributor of building products in the United States, serving professional builders, contractors and industrial customers. The company offers a comprehensive portfolio that includes lumber, engineered wood products, plywood, oriented strand board, siding, railing, millwork and specialty construction materials. Through its nationwide network of distribution centers, BlueLinx provides inventory management, delivery and supply-chain solutions designed to help customers streamline operations and reduce carrying costs. Founded in 2004 as a spin-off from Georgia-Pacific's distribution business, BlueLinx has developed a broad product line that spans both residential and commercial construction markets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "BlueLinx Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

ATLANTA, August 04, 2026--(BUSINESS WIRE)--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the fiscal three months ended July 4, 2026 ("second quarter 2026"). SECOND QUARTER 2026 HIGHLIGHTS Net sales of $814 million, an increase of 4.4% compared to second quarter 2025 Gross profit of $140 million, or 17.2% of net sales Net income of $6.4 million, or $0.81 diluted earnings per share, increases of 49% and 50%, respectively compared to second quarter 2025 Adjusted net income of $9.1 million, or $1.15 adjusted diluted earnings per share, increases of 62% and 64%, respectively, compared to second quarter 2025 Adjusted EBITDA of $36 million, or 4.4% of net sales, an increase of 33% compared to second quarter 2025 Available liquidity of $655 million, including $318 million cash and cash equivalents on hand "Our second quarter results demonstrate the strength and execution of our profitable sales growth strategy, as we delivered year-over-year net sales growth combined with solid gross margins in both specialty and structural products," said Shyam Reddy, President and Chief Executive Officer of BlueLinx. "Our strategic business initiatives are enabling us to achieve this margin performance in a challenging environment, strengthen our operational capabilities, and drive efficiency into the business." "Disciplined financial management in the second quarter drove improved year-over-year profitability, supported by our business and digital transformation efforts and continued strong liquidity," said Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer. "Free cash flow significantly improved compared to second quarter 2025 due to solid operating results and more efficient working capital management, largely driven by lower inventory levels." SECOND QUARTER 2026 FINANCIAL PERFORMANCE In second quarter 2026, net sales were $814 million, an increase of $34 million, or 4.4%, compared to the fiscal three months ended June 28, 2025 ("second quarter 2025"). Sales growth in the current quarter was attributable to both specialty products and structural products. Gross profit was $140 million, an increase of $20 million, or 16.7%, year-over-year, and gross margin was 17.2%, up 190 basis points from 15.3% in the prior year quarter. Second quarter 2026 included a benefit of $7.2 million for an import duty-related item. Excluding this benefit, second quarter 2026 gross profit would have been $132 million, and gross margin would have been 16.3%, up 100 basis points compared to the prior year quarter. Net sales of specialty products, which include product types such as engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products, were $564 million, an increase of $21 million, or 3.8% compared to second quarter 2025. This overall increase in net sales for specialty products in the current quarter was due primarily to the positive impact of the Disdero Lumber Co., LLC ("Disdero") acquisition and higher pricing, partially offset by volume declines in some product types. Gross profit from specialty product sales was $113 million, an increase of $12 million, or 12.3% when compared to the second quarter of last year. Gross margin for specialty products was 20.0% compared to 18.5% in the prior year quarter. Excluding the benefit of the import duty-related item, gross profit for specialty products would have been $105 million and gross margin would have been 18.7% for second quarter 2026. Net sales of structural products, which include product types such as lumber, panels (including plywood and oriented strand board), rebar, and remesh, were $250 million, an increase of $13 million, or 5.6%, compared to second quarter 2025. This increase in structural product sales was due primarily to increases in pricing and volumes for lumber, partially offset by volume declines in panels. Gross profit from sales of structural products was $27.1 million, an increase of $7.7 million from the prior year quarter, and gross margin improved to 10.9%, compared to 8.2% in the prior year quarter. Selling, general and administrative ("SG&A") expenses were $107 million in second quarter 2026, $12.1 million higher than the prior year quarter. The year-over-year increase in SG&A was primarily due to the addition of Disdero, fuel and third-party freight expenses, and employee-related expenses. Net income was $6.4 million, or $0.81 per diluted share, versus net income of $4.3 million, or $0.54 per diluted share, in the prior year quarter. Adjusted Net Income was $9.1 million, or $1.15 per diluted share, compared to $5.6 million, or $0.70 per diluted share in the second quarter of last year. Adjusted EBITDA was $35.6 million, or 4.4% of net sales, for second quarter 2026, compared to $26.8 million, or 3.4% of net sales in second quarter 2025. The import duty-related item increased Adjusted EBITDA by $7.2 million in the current year period. Not including this import duty-related item, Adjusted EBITDA would have been $28.4 million, or 3.5% of net sales, in the current year period. Net cash flows for operating activities improved by $38 million from $27 million used in the prior year quarter to $11 million provided in the current quarter, due primarily to higher net income accompanied by favorable changes in operating assets and operating liabilities. The Company generated free cash flow of $9 million in the current quarter, a $45 million improvement from the prior year quarter, driven by operating activities and lower capital expenditures. CAPITAL ALLOCATION AND FINANCIAL POSITION During second quarter 2026, we added property and equipment through purchases of $2.8 million plus $4.5 million obtained through finance leases. In addition, we recognized right-of-use assets of $6.4 million related to operating leases. These additions were related primarily to fleet, facility and technology improvements. During second quarter 2026, we repurchased approximately $2.0 million of the Company’s common stock through open market transactions under our previous $100 million share repurchase program announced in October 2023. At quarter-end, we had $3.7 million remaining under this authorization and an additional $50 million from our more recent authorization announced in July 2025, for a total of $53.7 million. As of July 4, 2026, total debt and finance lease obligations, excluding real property finance lease obligations, were $377 million. This consisted of $300 million of senior secured notes that mature in 2029 and $77 million of finance lease obligations for equipment. Net debt was $58 million, which consisted of total debt and finance leases, excluding real property finance lease obligations of $377 million, less cash and cash equivalents of $318 million, resulting in a net leverage ratio of 0.6x using a trailing twelve-month Adjusted EBITDA of $95 million. Available liquidity was $655 million, which included an undrawn revolving credit facility that had $337 million of availability plus cash and cash equivalents of $318 million. THIRD QUARTER 2026 OUTLOOK We are expecting specialty product gross margin to be in the range of 18.0% to 19.0%, and structural product gross margin to be in the range of 8.5% to 9.5%. We also expect average daily sales volumes to be higher compared to the third quarter of fiscal 2025, and improve slightly sequentially from second quarter 2026. CONFERENCE CALL INFORMATION BlueLinx will host a conference call on August 5, 2026, at 10:00 a.m. Eastern Time, accompanied by a supporting slide presentation. A webcast of the conference call and accompanying presentation materials will be available in the Investor Relations section of the BlueLinx website at https://investors.bluelinxco.com, and a replay of the webcast will be available at the same site shortly after the webcast is complete. To participate in the live teleconference: Domestic Live: 1-800-715-9871Passcode: 6879384 ABOUT BLUELINX BlueLinx (NYSE: BXC) is a leading U.S. wholesale distributor of residential and commercial building products with both branded and private-label SKUs across product categories such as lumber, panels, engineered wood, siding, millwork, and industrial products. With a strong market position, broad geographic coverage footprint servicing 50 states, and the strength of a locally focused sales force, we distribute a comprehensive range of products to our customers which include national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers and industrial manufacturers. BlueLinx provides a wide range of value-added services and solutions to our customers and suppliers, and we operate our business through a broad network of distribution centers. To learn more about BlueLinx, please visit www.bluelinxco.com. FORWARD-LOOKING STATEMENTS This press release contains forward-looking statements. Forward-looking statements include, without limitation, any statement that predicts, forecasts, indicates or implies future results, performance, liquidity levels or achievements, and may contain the words "believe," "anticipate," "could," "expect," "estimate," "intend," "may," "project," "plan," "should," "will," "will be," "will likely continue," "will likely result," "would," or words or phrases of similar meaning. The forward-looking statements in this press release include statements about our strategy, our business and digital transformation efforts and other management initiatives and the success thereof, liquidity, and debt, our long-run positioning relative to industry conditions, future share repurchases, our ability to continue to enhance our facilities, fleet, and technology hardware, and the information set forth under the heading "THIRD QUARTER 2026 OUTLOOK." Forward-looking statements in this press release are based on estimates and assumptions made by our management that, although believed by us to be reasonable, are inherently uncertain. Forward-looking statements involve risks and uncertainties that may cause our business, strategy, or actual results to differ materially from the forward-looking statements. These risks and uncertainties include those discussed in greater detail in our filings with the Securities and Exchange Commission. We operate in a changing environment in which new risks can emerge from time to time. It is not possible for management to predict all of these risks, nor can it assess the extent to which any factor, or a combination of factors, may cause our business, strategy, or actual results to differ materially from those contained in forward-looking statements. Factors that may cause these differences include, among other things: adverse housing market conditions, including but not limited to housing starts, construction labor shortages, repair and remodel activity and commercial construction, foreclosure rates, interest rates, unemployment rates and job and wage growth rates, consumer debt levels, tightened availability or affordability of homeowner insurance coverage, and mortgage availability and pricing, as well as other consumer financing mechanisms, that ultimately affect demand for our products; consolidation among competitors, suppliers, and customers; escalating changes in retaliatory trade policies of the United States and other countries; disintermediation risk; our dependence on international suppliers and manufacturers for certain products and related exposure to risks of new or increased tariffs and other risks that could affect our financial condition; pricing and product cost variability; volumes of product sold; competition; the cyclical nature of the industry in which we operate; loss of products or key suppliers and manufacturers; information technology security risks and business interruption risks; effective inventory management relative to our sales volume or the prices of the products we produce; acquisitions and the integration and completion of such acquisitions; the success of management initiatives, including our business and digital transformation initiatives; the ability to attract, train, and retain highly qualified associates and other key personnel while controlling related labor costs; business disruptions; exposure to product liability and other claims and legal proceedings related to our business and the products we distribute; natural disasters, catastrophes, fire, wars or other unexpected events; the impacts of climate change; successful implementation of our strategy; wage increases or work stoppages by our union employees; costs imposed by federal, state, local, and other regulations; compliance costs associated with federal, state, and local environmental protection laws; changes in governmental rules and regulations or interpretations thereof; fluctuations in our operating results; our level of indebtedness and our ability to incur additional debt to fund future needs; the covenants of the instruments governing our indebtedness limiting the discretion of our management in operating the business; the potential to incur more debt; the fact that we have consummated certain sale leaseback transactions with resulting long-term non-cancelable leases, many of which are or will be finance leases; the fact that we lease many of our distribution centers, and we would still be obligated under these leases even if we close a leased distribution center; inability to raise funds necessary to finance a required repurchase of our senior secured notes; a lowering or withdrawal of debt ratings; changes in our product mix; increases in fuel and other energy prices, including as a result of disruptions in international shipping of oil and gas through the Strait of Hormuz and the ongoing conflicts in the Middle East and Ukraine, or availability of third-party freight providers; geopolitical risks, such as acts of war or terrorism or political or civil unrest; changes in insurance-related deductible/retention liabilities based on actual loss development experience; the possibility that the value of our deferred tax assets could become impaired; changes in our expected annual effective tax rate could be volatile; the costs and liabilities related to our participation in multi-employer pension plans could increase; the risk that our cash flows and capital resources may be insufficient to service our existing or future indebtedness; interest rate risk, which could cause our debt service obligations to increase; the effects of epidemics, global pandemics or other widespread public health crises; changes in, or interpretation of, accounting principles; and the other factors described in Part I, Item 1A, "Risk Factors", in our Form 10-K for fiscal 2025, as supplemented by Part II, Item 1A, "Risk Factors", in our Form 10-Q for the quarterly period ended April 4, 2026. Given these risks and uncertainties, we caution you not to place undue reliance on forward-looking statements. We expressly disclaim any obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise, except as required by law. NON-GAAP MEASURES AND SUPPLEMENTAL FINANCIAL INFORMATION The Company reports its financial results in accordance with GAAP. The Company also believes that presentation of certain non-GAAP measures may be useful to investors and may provide a more complete understanding of the factors and trends affecting the business than using reported GAAP results alone. Any non-GAAP measures used herein are reconciled to their most directly comparable GAAP measures herein in the "Reconciliation of Non-GAAP Measurements" table later in this release. The Company cautions that non-GAAP measures are not intended to present superior measures of our financial condition from those measures determined under GAAP and should be considered in addition to, but not as a substitute for, the Company’s reported GAAP results. The Company further cautions that its non-GAAP measures, as used herein, are not necessarily comparable to other similarly titled measures of other companies due to differences in methods of calculation. Adjusted EBITDA and Adjusted EBITDA Margin. BlueLinx defines Adjusted EBITDA as an amount equal to net income (loss) plus interest expense and all interest expense related items, income taxes, depreciation and amortization, and further adjusted for certain non-cash items and other special items, including compensation expense from share based compensation, one-time charges associated with the legal, consulting, and professional fees related to our merger and acquisition activities, gains or losses on sales of properties, amortization of deferred gains on real estate, and expense associated with our restructuring activities, such as severance, in addition to other significant and/or one-time, nonrecurring, non-operating items. The Company presents Adjusted EBITDA because it is a primary measure used by management to evaluate operating performance. Management believes this metric helps to enhance investors’ overall understanding of the financial performance and cash flows of the business. Management also believes Adjusted EBITDA is helpful in highlighting operating trends. Adjusted EBITDA is frequently used by securities analysts, investors, and other interested parties in their evaluation of companies, many of which present an Adjusted EBITDA measure when reporting their results. We determine our Adjusted EBITDA Margin, which we sometimes refer to as our Adjusted EBITDA as a percentage of net sales, by dividing our Adjusted EBITDA for the applicable period by our net sales for the applicable period. We believe that this ratio is useful to investors because it more clearly defines the quality of earnings and operational efficiency of translating sales to profitability. Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share. BlueLinx defines Adjusted Net Income (Loss) as Net Income or Loss adjusted for certain non-cash items and other special items, including compensation expense from share based compensation, one-time charges associated with the legal, consulting, and professional fees related to our merger and acquisition activities, gains or losses on sales of properties, realization of deferred gains on real estate, and expense associated with our restructuring activities, such as severance, in addition to other significant and/or one-time, nonrecurring, non-operating items, further adjusted for the tax impacts of such reconciling items. BlueLinx defines Adjusted Earnings (Loss) Per Share (basic and/or diluted) as the Adjusted Net Income (Loss) for the period divided by the weighted average outstanding shares (basic and/or diluted) for the periods presented. However, for any period with an Adjusted Net Loss, only Adjusted Basic Loss Per Share is presented for the period. We believe that Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are useful to investors to enhance investors’ overall understanding of the financial performance of the business. Management also believes Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are helpful in highlighting operating trends. Our Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are not presentations made in accordance with GAAP and are not intended to present superior measures of our financial condition from those measures determined under GAAP. Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic or diluted), as used herein, are not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. These non-GAAP measures are reconciled in the "Reconciliation of Non-GAAP Measurements" table later in this release. Free Cash Flow. BlueLinx defines free cash flow as net cash provided by operating activities less total capital expenditures. Free cash flow is a measure used by management to assess our financial performance, and we believe it is useful for investors because it relates the operating cash flow of the Company to the capital that is spent to continue and improve business operations. In particular, free cash flow indicates the amount of cash generated after capital expenditures that can be used for, among other things, investment in our business, strengthening our balance sheet, and repayment of our debt obligations. Free cash flow does not represent the residual cash flow available for discretionary expenditures since there may be other nondiscretionary expenditures that are not deducted from the measure. Free cash flow is not a presentation made in accordance with GAAP and is not intended to present a superior measure of financial condition from those determined under GAAP. Free cash flow, as used herein, is not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. This non-GAAP measure is reconciled in the "Reconciliation of Non-GAAP Measurements" table later in this release. Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities. BlueLinx calculates Net Debt as its total short- and long-term debt, including outstanding balances under our term loan and revolving credit facility and the total amount of its obligations under finance leases, less cash and cash equivalents. Net Debt Excluding Real Property Finance Lease Liabilities is calculated in the same manner as Net Debt, except the total amount of obligations under real estate finance leases are excluded. Although our credit agreements do not contain leverage covenants, a net leverage ratio excluding finance lease obligations for real property is included within the terms of our revolving credit agreement. We believe that Net Debt and Net Debt Excluding Real Property Finance Lease Liabilities are useful to investors because our management reviews both metrics as part of its management of overall liquidity, financial flexibility, capital structure and leverage, and creditors and credit analysts monitor our net debt as part of their assessments of our business. We determine our Overall Net Leverage Ratio by dividing our Net Debt by Twelve-Month Trailing Adjusted EBITDA. Our calculation of Net Leverage Ratio Excluding Real Property Finance Lease Liabilities is determined by dividing our Net Debt Excluding Real Property Finance Lease Liabilities by Twelve-Month Trailing Adjusted EBITDA. We believe that these ratios are useful to investors because they are indicators of our ability to meet our future financial obligations. In addition, our Net Leverage Ratio is a measure that is frequently used by investors and creditors. Our Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities are not made in accordance with GAAP and are not intended to present a superior measure of our financial condition from measures and ratios determined under GAAP. The calculations of our Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities are presented in the table on the last page of this Exhibit 99.1. Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities, as used herein, are not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. View source version on businesswire.com: https://www.businesswire.com/news/home/20260804910895/en/ Contacts INVESTOR & MEDIA CONTACT Tom MorabitoInvestor Relations Officer(470) [email protected]

Interested in BlueLinx Holdings Inc.? Here are five stocks we like better. BlueLinx beat expectations in Q1 with revenue up 3% to $731 million and adjusted EBITDA rising about 20% to $23.5 million, helped by specialty product growth, Disdero Lumber’s contribution and stronger structural margins. Specialty products remained the core driver, making up 70% of net sales and about 80% of gross profit, with gains in engineered wood, siding and other categories as the company expanded its assortment, including the new TruExterior rollout. Management cautioned that the housing backdrop remains soft and said it does not expect the same year-over-year EBITDA improvement to continue through 2026, citing weak consumer confidence, affordability pressure and ongoing pricing competition. Hidden Gems: 3 Quiet Stocks With Loud Potential BlueLinx (NYSE:BXC) reported higher first-quarter sales and adjusted EBITDA as the building products distributor cited specialty product growth, the contribution from Disdero Lumber Company and stronger structural margins, while management warned that housing demand remains soft and expectations for the rest of 2026 are muted. Chief Executive Officer Shyam Reddy said the company is “off to a good start in 2026,” with results reflecting BlueLinx’s ability to compete amid market headwinds, unforeseen cost inflation and competitive pricing pressure. Revenue rose 3% year over year to $731 million, while adjusted EBITDA increased about 20% to $23.5 million, representing a 3.2% adjusted EBITDA margin. → Light Speed Returns: Corning Cashes In on NVIDIA Growth Blackstone (NYSE:BX) Stock a Buy After an Impressive Q3 Adjusted net income was $1.7 million, or $0.21 per share. On a GAAP basis, Chief Financial Officer and Treasurer Kelly Wall said BlueLinx posted a net loss of $1.5 million, or $0.18 per share, primarily because of higher net interest expense and higher depreciation and amortization. Reddy said specialty products continued to be central to BlueLinx’s strategy, representing 70% of net sales and about 80% of gross profit in the quarter. Specialty net sales increased nearly 7% year over year to $512 million, driven by Disdero sales and higher volumes in most product categories, including engineered wood products and siding. Specialty gross profit rose more than 3% to $93 million. → Uber's Annual Product Showcase Reveals It Is Coming for Airbnb and Booking Specialty gross margin was 18.1%, down from 18.7% a year earlier. Wall noted that excluding a $2.4 million duty-related benefit in the prior-year quarter, the margin was down 10 basis points year over year and flat sequentially. Reddy said engineered wood products, siding, millwork, industrial, outdoor living products and other specialty products helped support performance despite pricing pressure and margin compression in several categories. He also highlighted BlueLinx’s recent announcement that it will distribute Westlake Royal’s TruExterior siding and trim products in 12 markets, including six of the top 50 U.S. metropolitan statistical areas. → Wells Fargo’s Comeback Is Real—But Not Risk-Free In response to an analyst question, Reddy said the TruExterior rollout was “a brand new rollout of a brand new product across multiple markets,” and said BlueLinx quickly placed inventory across those markets. He described the product line as complementary to existing siding categories and said BlueLinx is focused on offering a wider specialty assortment across multiple customer channels. Structural product net sales declined nearly 5% year over year to $219 million, largely because of lower lumber and panel pricing. However, gross profit from structural products increased 12% to $24 million, and structural gross margin improved to 10.9% from 9.3% in the prior-year period. Wall said the structural margin improvement was helped by a rising commodity pricing environment for lumber and panels during the quarter. She said higher market prices relative to inventory costs allowed the company to expand margins, particularly in lumber. Reddy added that BlueLinx’s inventory management system helped the company access wood at favorable costs during periods when others may have found competitively priced supply harder to obtain. Management emphasized growth in multifamily, builder pull-through initiatives and national accounts as key elements of the company’s channel strategy. Reddy said BlueLinx generated 18% volume growth in multifamily and more than 3% volume growth with key national accounts during the quarter. He said multifamily sales often involve longer inventory cycles and lower gross margins because of direct sales and competitive pricing, but called the channel important for long-term growth and for serving total housing starts at scale. During the question-and-answer session, Reddy said growth in engineered wood products was not the result of unusual customer restocking ahead of the spring selling season. Instead, he attributed the gains to specific product and channel efforts, including builder pull-through programs with strategic dealer customers and pricing and rebate programs intended to differentiate BlueLinx from competitors. Asked about the impact of UFP’s acquisition of MoistureShield and the opportunity around Deckorators products, Reddy said the deal was positive for BlueLinx because it expands the company’s branded assortment in outdoor living and decking products, a key specialty category. Despite the first-quarter improvement, BlueLinx executives said demand conditions remain challenging. Reddy cited historically low consumer confidence, persistently high inflation, economic uncertainty, geopolitical volatility and affordability constraints as factors weighing on new construction and repair and remodel activity. Wall said BlueLinx does not expect the same year-over-year adjusted EBITDA performance over the balance of 2026, pointing to continued demand pressure in a soft housing environment, elevated mortgage rates, muted consumer confidence, political uncertainty, interest rate volatility and ongoing cost inflation. For the second quarter, BlueLinx expects specialty product gross margin in a range of 17.5% to 18.5%, with daily sales volumes higher than the first quarter because of normal seasonality but lower than the second quarter of 2025. For structural products, the company expects second-quarter gross margin of 9.5% to 10.5%, with daily sales volumes also higher sequentially and slightly lower than the prior-year quarter. Reddy said competitive pressures remain present in specialty categories, including engineered wood products and siding. He said fiber cement siding continues to be pressured and noted that multifamily growth carries a different margin profile. He also said BlueLinx has received supplier increases from more than 40 vendors, though he said supplier price increases are typically passed through in two-step distribution, subject to notice periods and customer arrangements. BlueLinx ended the quarter with $319 million in cash and cash equivalents and $340 million of undrawn revolver capacity, for total available liquidity of about $659 million. Total debt, excluding real property financing leases, was $377 million, and net debt was $58 million. Wall said the company’s net leverage ratio was 0.7 times trailing four-quarter adjusted EBITDA, with no material debt maturities until 2029. Operating cash flow was negative $57 million, and free cash flow was negative $60 million, primarily because of seasonal working capital changes ahead of the spring building season. Capital expenditures were $2.6 million, focused on facilities, technology and fleet investments. BlueLinx repurchased $3 million of shares during the first quarter and had repurchased $5 million year to date as of April 21. Wall said $54 million remained under the company’s share repurchase authorizations. Reddy earlier said repurchases demonstrate management’s confidence in the company’s long-term strategy. Wall said BlueLinx remains focused on maintaining a strong balance sheet, investing through economic cycles, pursuing disciplined acquisitions and opportunistically returning capital to shareholders. She said acquisition priorities include expanding the company’s geographic presence and specialty product capabilities, similar to the Disdero acquisition. BlueLinx Corporation is a leading distributor of building products in the United States, serving professional builders, contractors and industrial customers. The company offers a comprehensive portfolio that includes lumber, engineered wood products, plywood, oriented strand board, siding, railing, millwork and specialty construction materials. Through its nationwide network of distribution centers, BlueLinx provides inventory management, delivery and supply-chain solutions designed to help customers streamline operations and reduce carrying costs. Founded in 2004 as a spin-off from Georgia-Pacific's distribution business, BlueLinx has developed a broad product line that spans both residential and commercial construction markets. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "BlueLinx Q1 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for May 2026.

ATLANTA, May 05, 2026--(BUSINESS WIRE)--BlueLinx Holdings Inc. (NYSE: BXC), a leading U.S. wholesale distributor of building products, today reported financial results for the fiscal three months ended April 4, 2026. FIRST QUARTER 2026 HIGHLIGHTS Net sales of $731 million Gross profit of $116 million, or 15.9% of net sales Net loss of $1.5 million, or $0.18 loss per share Adjusted net income of $1.7 million, or $0.21 adjusted diluted earnings per share Adjusted EBITDA of $23 million, or 3.2% of net sales $3 million in share repurchases Available liquidity of $659 million, including $319 million cash and cash equivalents on hand "We are off to a good start in 2026, delivering net sales growth while maintaining solid gross margins in a challenging macro environment," said Shyam Reddy, President and Chief Executive Officer of BlueLinx. "Specialty product net sales increased year-over-year, led by Disdero specialty sales and volume gains in several key strategic categories, all while maintaining our gross margins. Structural product sales were lower primarily due to price declines in lumber and panels, but we generated higher year-over-year gross profits due to strong gross margin performance and higher volumes in lumber." "Adjusted EBITDA of $23 million exceeded our expectations, reflecting volume growth across our strategic product categories, including the positive impact of the Disdero acquisition, as well as disciplined margin performance," said Kelly Wall, Senior Vice President, Chief Financial Officer and Treasurer of BlueLinx. "We delivered specialty and structural gross margins of 18.1% and 10.9%, respectively, while maintaining a highly flexible balance sheet with $659 million of liquidity and a net leverage ratio of just 0.7x, excluding real property finance lease liabilities." FIRST QUARTER 2026 FINANCIAL PERFORMANCE In the first quarter of fiscal 2026, net sales were $731 million, an increase of $22 million, or 3.1%, compared to the first quarter of fiscal 2025. Sales growth in the current quarter was attributable to specialty products. Gross profit was $116 million, an increase of $5.3 million, or 4.7%, year-over-year, and gross margin percentage was 15.9%, up 20 basis points from the 15.7% in the prior year period. The prior-period quarter included a net benefit of $2.4 million for import duty-related items. Excluding this benefit, gross margin would have been 15.3% for first quarter of fiscal 2025. Net sales of specialty products, which include products such as engineered wood, siding, millwork, outdoor living, specialty lumber and panels, and industrial products, were $512 million, an increase of $32 million, or 6.8% compared to the first quarter of fiscal 2025. This increase in net sales for specialty products in the current quarter was largely due to higher volumes in all product categories, and the positive impact of the Disdero Lumber Co., LLC ("Disdero") acquisition, partially offset by modest price declines on a year-over-year basis. Gross profit from specialty product sales was $93 million, an increase of $2.8 million, or 3.1% when compared to the first quarter of last year. Gross margin percentage for specialty products was 18.1% compared to 18.7% in the prior year quarter, and consistent with the fourth quarter of 2025. Excluding the import duty related items, gross margin for specialty products was 18.2% for first quarter fiscal 2025. Net sales of structural products, which include products such as lumber, panels (including plywood and oriented strand board), rebar, and remesh, decreased $10.5 million, or 4.6% when compared to the first quarter of fiscal 2025, to $219 million in the first quarter of fiscal 2026. The decrease in structural sales was largely due to price declines in lumber and panels, partially offset by volume increases in lumber. Gross profit from sales of structural products was $23.8 million, an increase of $2.5 million from the prior year period, and gross margin percentage was 10.9%, compared to 9.3% in the prior year quarter. Selling, general and administrative ("SG&A") expenses were $96 million in the first quarter of fiscal 2026, $2.1 million higher than the prior year quarter. The year-over-year increase in SG&A was primarily due to the addition of Disdero. Net loss was $1.5 million, or $0.18 loss per share, versus net income of $2.8 million, or $0.33 per diluted share, in the prior year quarter. Adjusted Net Income was $1.7 million, or $0.21 per diluted share, compared to $2.3 million, or $0.27 per diluted share in the first quarter of last year. Adjusted EBITDA was $23.5 million, or 3.2% of net sales, for the first quarter of fiscal 2026, compared to $19.6 million, or 2.8% of net sales in the first quarter of fiscal 2025. Certain import duty-related items increased Adjusted EBITDA by $2.4 million in the prior year period. Not including these import duty-related items, Adjusted EBITDA would have been $17.1 million, or 2.4% of net sales, in the prior year period. Net cash used in operating activities was $57 million in the first quarter of 2026 and free cash flow was $(60) million. Our first fiscal quarter typically has negative cash flows from operations due to seasonality. Net cash used in operating activities in the prior year period was $34 million. Cash generated in the current year period was lower due primarily to changes in accounts receivable and accounts payable balances. CAPITAL ALLOCATION AND FINANCIAL POSITION During the first quarter of fiscal 2026, we invested $2.6 million in property and equipment, primarily related to investments in our facility improvements, technology, and fleet. Additionally, we purchased approximately $3.0 million of the Company’s common stock through open market transactions under our previous $100 million share repurchase program announced in October 2023. At quarter-end, we had $5.7 million remaining under this authorization and an additional $50 million from our more recent authorization announced in July 2025, for a total of $55.7 million. As of April 4, 2026, total debt and finance lease obligations, excluding real property finance lease obligations, was $377 million. This consisted of $300 million of senior secured notes that mature in 2029 and $77 million of finance lease obligations for equipment. Net debt was $58 million, which consisted of total debt and finance leases, excluding real property finance lease obligations of $377 million, less cash and cash equivalents of $319 million, resulting in a net leverage ratio of 0.7x using a trailing twelve-month Adjusted EBITDA of $86 million. Available liquidity was $659 million, which included an undrawn revolving credit facility that had $340 million of availability plus cash and cash equivalents of $319 million. SECOND QUARTER 2026 OUTLOOK We are expecting specialty product gross margin to be in the range of 17.5% to 18.5%, and structural product gross margin to be in the range of 9.5% to 10.5%. We also expect average daily sales volumes to be down slightly compared to the second quarter of fiscal 2025, and improved sequentially versus the first quarter of fiscal 2026 due to normal seasonal patterns. CONFERENCE CALL INFORMATION BlueLinx will host a conference call on May 6, 2026, at 10:00 a.m. Eastern Time, accompanied by a supporting slide presentation. A webcast of the conference call and accompanying presentation materials will be available in the Investor Relations section of the BlueLinx website at https://investors.bluelinxco.com, and a replay of the webcast will be available at the same site shortly after the webcast is complete. To participate in the live teleconference: Domestic Live: 1-888-660-6392 Passcode: 9140086 To listen to a replay of the teleconference, which will be available through May 13, 2026: Domestic Replay: 1-800-770-2030 Passcode: 9140086 ABOUT BLUELINX BlueLinx (NYSE: BXC) is a leading U.S. wholesale distributor of residential and commercial building products with both branded and private-label SKUs across product categories such as lumber, panels, engineered wood, siding, millwork, and industrial products. With a strong market position, broad geographic coverage footprint servicing 50 states, and the strength of a locally focused sales force, we distribute a comprehensive range of products to our customers which include national home centers, pro dealers, cooperatives, specialty distributors, regional and local dealers and industrial manufacturers. BlueLinx provides a wide range of value-added services and solutions to our customers and suppliers, and we operate our business through a broad network of distribution centers. To learn more about BlueLinx, please visit www.bluelinxco.com. FORWARD-LOOKING STATEMENTS This press release contains forward-looking statements. Forward-looking statements include, without limitation, any statement that predicts, forecasts, indicates or implies future results, performance, liquidity levels or achievements, and may contain the words "believe," "anticipate," "could," "expect," "estimate," "intend," "may," "project," "plan," "should," "will," "will be," "will likely continue," "will likely result," "would," or words or phrases of similar meaning. The forward-looking statements in this press release include statements about our strategy, liquidity, and debt, our long-run positioning relative to industry conditions, future share repurchases, and the information set forth under the heading "SECOND QUARTER 2026 OUTLOOK." Forward-looking statements in this press release are based on estimates and assumptions made by our management that, although believed by us to be reasonable, are inherently uncertain. Forward-looking statements involve risks and uncertainties that may cause our business, strategy, or actual results to differ materially from the forward-looking statements. These risks and uncertainties include those discussed in greater detail in our filings with the Securities and Exchange Commission. We operate in a changing environment in which new risks can emerge from time to time. It is not possible for management to predict all of these risks, nor can it assess the extent to which any factor, or a combination of factors, may cause our business, strategy, or actual results to differ materially from those contained in forward-looking statements. Factors that may cause these differences include, among other things: adverse housing market conditions; consolidation among competitors, suppliers, and customers; escalating changes in retaliatory trade policies of the United States and other countries; disintermediation risk; our dependence on international suppliers and manufacturers for certain products and related exposure to risks of new or increased tariffs and other risks that could affect our financial condition; pricing and product cost variability; volumes of product sold; competition; the cyclical nature of the industry in which we operate; loss of products or key suppliers and manufacturers; information technology security risks and business interruption risks; effective inventory management relative to our sales volume or the prices of the products we produce; acquisitions and the integration and completion of such acquisitions; the ability to attract, train, and retain highly qualified associates and other key personnel while controlling related labor costs; business disruptions; exposure to product liability and other claims and legal proceedings related to our business and the products we distribute; natural disasters, catastrophes, fire, wars or other unexpected events; the impacts of climate change; successful implementation of our strategy; wage increases or work stoppages by our union employees; costs imposed by federal, state, local, and other regulations; compliance costs associated with federal, state, and local environmental protection laws; the effects of epidemics, global pandemics or other widespread public health crises and governmental rules and regulations; fluctuations in our operating results; our level of indebtedness and our ability to incur additional debt to fund future needs; the covenants of the instruments governing our indebtedness limiting the discretion of our management in operating the business; the potential to incur more debt; the fact that we have consummated certain sale leaseback transactions with resulting long-term non-cancelable leases, many of which are or will be finance leases; the fact that we lease many of our distribution centers, and we would still be obligated under these leases even if we close a leased distribution center; inability to raise funds necessary to finance a required repurchase of our senior secured notes; a lowering or withdrawal of debt ratings; changes in our product mix; increases in fuel and other energy prices, including as a result of disruptions in international shipping of oil and gas through the Strait of Hormuz and the ongoing conflicts in the Middle East and Ukraine, or availability of third-party freight providers; changes in insurance-related deductible/retention liabilities based on actual loss development experience; the possibility that the value of our deferred tax assets could become impaired; changes in our expected annual effective tax rate could be volatile; the costs and liabilities related to our participation in multi-employer pension plans could increase; the risk that our cash flows and capital resources may be insufficient to service our existing or future indebtedness; interest rate risk, which could cause our debt service obligations to increase; and changes in, or interpretation of, accounting principles. Given these risks and uncertainties, we caution you not to place undue reliance on forward-looking statements. We expressly disclaim any obligation to update or revise any forward-looking statement as a result of new information, future events or otherwise, except as required by law. NON-GAAP MEASURES AND SUPPLEMENTAL FINANCIAL INFORMATION The Company reports its financial results in accordance with GAAP. The Company also believes that presentation of certain non-GAAP measures may be useful to investors and may provide a more complete understanding of the factors and trends affecting the business than using reported GAAP results alone. Any non-GAAP measures used herein are reconciled to their most directly comparable GAAP measures herein in the "Reconciliation of Non-GAAP Measurements" table later in this release. The Company cautions that non-GAAP measures are not intended to present superior measures of our financial condition from those measures determined under GAAP and should be considered in addition to, but not as a substitute for, the Company’s reported GAAP results. The Company further cautions that its non-GAAP measures, as used herein, are not necessarily comparable to other similarly titled measures of other companies due to differences in methods of calculation. Adjusted EBITDA and Adjusted EBITDA Margin. BlueLinx defines Adjusted EBITDA as an amount equal to net income (loss) plus interest expense and all interest expense related items, income taxes, depreciation and amortization, and further adjusted for certain non-cash items and other special items, including compensation expense from share based compensation, one-time charges associated with the legal, consulting, and professional fees related to our merger and acquisition activities, gains or losses on sales of properties, amortization of deferred gains on real estate, and expense associated with our restructuring activities, such as severance, in addition to other significant and/or one-time, nonrecurring, non-operating items. The Company presents Adjusted EBITDA because it is a primary measure used by management to evaluate operating performance. Management believes this metric helps to enhance investors’ overall understanding of the financial performance and cash flows of the business. Management also believes Adjusted EBITDA is helpful in highlighting operating trends. Adjusted EBITDA is frequently used by securities analysts, investors, and other interested parties in their evaluation of companies, many of which present an Adjusted EBITDA measure when reporting their results. We determine our Adjusted EBITDA Margin, which we sometimes refer to as our Adjusted EBITDA as a percentage of net sales, by dividing our Adjusted EBITDA for the applicable period by our net sales for the applicable period. We believe that this ratio is useful to investors because it more clearly defines the quality of earnings and operational efficiency of translating sales to profitability. Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share. BlueLinx defines Adjusted Net Income (Loss) as Net Income or Loss adjusted for certain non-cash items and other special items, including compensation expense from share based compensation, one-time charges associated with the legal, consulting, and professional fees related to our merger and acquisition activities, gains or losses on sales of properties, realization of deferred gains on real estate, and expense associated with our restructuring activities, such as severance, in addition to other significant and/or one-time, nonrecurring, non-operating items, further adjusted for the tax impacts of such reconciling items. BlueLinx defines Adjusted Earnings (Loss) Per Share (basic and/or diluted) as the Adjusted Net Income (Loss) for the period divided by the weighted average outstanding shares (basic and/or diluted) for the periods presented. However, for any period with an Adjusted Net Loss, only Adjusted Basic Loss Per Share is presented for the period. We believe that Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are useful to investors to enhance investors’ overall understanding of the financial performance of the business. Management also believes Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are helpful in highlighting operating trends. Our Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic and/or diluted) are not presentations made in accordance with GAAP and are not intended to present superior measures of our financial condition from those measures determined under GAAP. Adjusted Net Income (Loss) and Adjusted Earnings (Loss) Per Share (basic or diluted), as used herein, are not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. These non-GAAP measures are reconciled in the "Reconciliation of Non-GAAP Measurements" table later in this release. Free Cash Flow. BlueLinx defines free cash flow as net cash provided by operating activities less total capital expenditures. Free cash flow is a measure used by management to assess our financial performance, and we believe it is useful for investors because it relates the operating cash flow of the Company to the capital that is spent to continue and improve business operations. In particular, free cash flow indicates the amount of cash generated after capital expenditures that can be used for, among other things, investment in our business, strengthening our balance sheet, and repayment of our debt obligations. Free cash flow does not represent the residual cash flow available for discretionary expenditures since there may be other nondiscretionary expenditures that are not deducted from the measure. Free cash flow is not a presentation made in accordance with GAAP and is not intended to present a superior measure of financial condition from those determined under GAAP. Free cash flow, as used herein, is not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. This non-GAAP measure is reconciled in the "Reconciliation of Non-GAAP Measurements" table later in this release. Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities. BlueLinx calculates Net Debt as its total short- and long-term debt, including outstanding balances under our term loan and revolving credit facility and the total amount of its obligations under finance leases, less cash and cash equivalents. Net Debt Excluding Real Property Finance Lease Liabilities is calculated in the same manner as Net Debt, except the total amount of obligations under real estate finance leases are excluded. Although our credit agreements do not contain leverage covenants, a net leverage ratio excluding finance lease obligations for real property is included within the terms of our revolving credit agreement. We believe that Net Debt and Net Debt Excluding Real Property Finance Lease Liabilities are useful to investors because our management reviews both metrics as part of its management of overall liquidity, financial flexibility, capital structure and leverage, and creditors and credit analysts monitor our net debt as part of their assessments of our business. We determine our Overall Net Leverage Ratio by dividing our Net Debt by Twelve-Month Trailing Adjusted EBITDA. Our calculation of Net Leverage Ratio Excluding Real Property Finance Lease Liabilities is determined by dividing our Net Debt Excluding Real Property Finance Lease Liabilities by Twelve-Month Trailing Adjusted EBITDA. We believe that these ratios are useful to investors because they are indicators of our ability to meet our future financial obligations. In addition, our Net Leverage Ratio is a measure that is frequently used by investors and creditors. Our Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities are not made in accordance with GAAP and are not intended to present a superior measure of our financial condition from measures and ratios determined under GAAP. The calculations of our Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities are presented in the table on the last page of this Exhibit 99.1. Net Debt, Net Debt Excluding Real Property Finance Lease Liabilities, Overall Net Leverage Ratio, and Net Leverage Ratio Excluding Real Property Finance Lease Liabilities, as used herein, are not necessarily comparable to other similarly titled captions of other companies due to differences in methods of calculation. View source version on businesswire.com: https://www.businesswire.com/news/home/20260505099021/en/ Contacts INVESTOR & MEDIA CONTACT Tom Morabito Investor Relations Officer (470) 394-0099 [email protected]

Management attributed the 3% year-over-year revenue growth to disciplined execution of channel and product strategies, which helped offset persistent pricing pressure and cost inflation. The specialty product strategy remains the primary profit driver, with engineered wood, siding, and millwork representing 70% of net sales and approximately 80% of gross profit. Growth in the multifamily channel and national accounts is being used to drive incremental volumes and convert projects to key brands, despite multifamily typically carrying lower gross margins. The company is utilizing a 'K-shaped' economic framework to identify regional growth opportunities across its geographic footprint, helping to smooth out overall performance in a soft macro environment. Operational resilience was supported by institutionalized inventory management, allowing the company to quickly adjust stock levels to market conditions and capture margins in rising price environments. Strategic alignment with key suppliers was highlighted by the rapid 12-market rollout of Westlake Royal’s TrueExterior products, demonstrating BlueLinx's ability to scale branded SKU expansion. Digital transformation efforts are focused on enhancing the master data platform and optimizing transportation systems to improve productivity and support the digital platforms of large customers. Management expects soft market conditions to persist through 2026, citing affordability constraints, elevated mortgage rates, and geopolitical volatility as inhibitors to a housing tailwind. Q2 2026 guidance for Specialty Product gross margins is set between 17.5% and 18.5%, with daily sales volumes expected to be higher than Q1 due to seasonality but lower than 2025 levels. Structural Product gross margins for Q2 are projected in the range of 9.5% to 10.5%, following a period of favorable commodity pricing that is expected to normalize. The company anticipates that the remaining three quarters of 2026 will face continued pressure from a weaker end market than previously anticipated in February. Capital allocation will prioritize a strong balance sheet with a long-term net leverage ratio of two times or less, while maintaining flexibility for disciplined M&A and opportunistic share repurchases. The Distero acquisition contributed nearly $21 million in net sales and over $2 million in adjusted EBITDA, serving as a strategic accelerant for the specialty mix-shift. Management flagged significant cost inflation, noting they have had to manage price increases from more than 40 separate vendors during the period. A $1.9 million business interruption insurance payment was received in Q1, partially offsetting increased SG&A costs associated with the Distero integration. The net loss of $1.5 million was primarily attributed to higher net interest expense and increased depreciation and amortization rather than core operational failure. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Management clarified that volume growth, particularly in EWP, was driven by specific builder pull-through programs and market share gains rather than unusual customer restocking. Growth is being achieved by grabbing a larger share of the existing 'wallet' even as the overall market for single-family starts shrinks. The 10.9% structural margin was significantly aided by a rising commodity price environment for lumber and panels throughout the quarter. Management cautioned that Q1 may be a 'high watermark' for the year due to these commodity dynamics, and they expect a return to more typical seasonal patterns. The 12-market rollout is considered highly unusual for two-step distribution and reflects supplier confidence in BlueLinx's scale and channel strategy. The product is viewed as complementary to existing siding lines, providing bundling opportunities for multifamily and single-family customers. EWP and fiber cement siding remain highly competitive in terms of project bidding, though EWP maintains an inherently higher margin profile. Management is mitigating pricing pressure through value-added services and focusing on high-volume strategic accounts. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.

BlueLinx ended FY2025 with flat net sales of $3.0 billion and adjusted EBITDA of $83 million (2.8% margin); fiscal Q4 (14 weeks) reported $716 million in net sales, $13.9 million of adjusted EBITDA and an adjusted net loss of $3.7 million. A specialty-heavy mix—about 70% of net sales and >80% of gross profit—drove volume gains despite a soft single-family market, while price deflation in structural lumber and panels compressed structural margins. Management is prioritizing multifamily growth (19% volume increase), digital/AI initiatives and the Disdero acquisition to expand specialty and geographic reach, and the company finished the year with strong liquidity—$386M cash, ~$726M total liquidity and net debt of negative $5M—after $38M of share repurchases in 2025. Interested in BlueLinx Holdings Inc.? Here are five stocks we like better. Hidden Gems: 3 Quiet Stocks With Loud Potential BlueLinx (NYSE:BXC) executives told investors its fourth quarter and full-year 2025 results reflected “grit and determination” as the company navigated a soft housing market, competitive pricing, and continued deflation in key structural product categories. Management emphasized that its strategy—centered on profitable sales growth, specialty product expansion, and channel initiatives including multifamily and national accounts—helped deliver flat full-year net sales with higher volumes and solid margins versus 2024. Chief Executive Officer Shyam Reddy said BlueLinx grew the business despite market headwinds, pointing to 2025 single-family housing starts that were down 7% year-over-year. Reddy said the company’s execution drove share gains across multiple product lines and customer channels, with gains supported by product expansion, builder “pull-through” programs, value-added services, multifamily efforts, and growth with large accounts. → SoundHound’s New Sales Assist Agent Put Voice AI Back in the Spotlight Blackstone (NYSE:BX) Stock a Buy After an Impressive Q3 Reddy also highlighted the company’s product mix, noting that specialty products represented about 70% of net sales and more than 80% of gross profit for both the fourth quarter and the full year. Chief Financial Officer Kelly Wall noted fiscal fourth quarter 2025 included 14 weeks rather than the usual 13, and the fiscal year had 53 weeks. For the quarter, BlueLinx reported: Net sales: $716 million, up slightly year-over-year Gross profit: $113 million Gross margin: 15.7%, down from 15.9% a year earlier SG&A: $102 million, up $10 million year-over-year Net loss: $8.6 million, or $1.08 per share Adjusted net loss: $3.7 million, or $0.47 per share Adjusted EBITDA: $13.9 million → Diamondback Sees Resilient Demand Despite Cautious Guidance Wall said SG&A rose primarily due to higher personnel expense, the addition of Disdero Lumber Co., the extra week, and increased sales and logistics costs tied to strategic channel growth, including multifamily. She added that the company remained focused on “rigorous expense management” and improving operational efficiency. In specialty products, fourth-quarter net sales were $505 million, up more than 4% year-over-year. Wall attributed the increase to higher volumes in nearly all categories, modest price increases in millwork and siding, and the inclusion of Disdero, partially offset by volume declines in millwork. Specialty gross profit rose 3% to $92 million, while specialty gross margin was 18.1% versus 18.4% a year earlier. Wall said the margin decline was mainly tied to price deflation in certain categories, partially offset by Disdero’s higher-margin business. → Keurig Dr Pepper’s Split Plan Could Unlock Hidden Value Sequentially, Wall said specialty gross margin improved 150 basis points from the third quarter of 2025. In response to an analyst question, Wall said about half of the sequential improvement was due to a “one-time rebate-related true-up” in the prior quarter, with the remaining benefit driven by continued pricing discipline. Based on the first seven weeks of the first quarter, Wall said management expected specialty gross margin to be 17% to 18%, with daily sales volumes below the fourth quarter and above the year-ago first quarter, which was impacted by severe weather. For structural products, fourth-quarter net sales were $211 million, down 7% year-over-year. Wall said lower pricing for lumber and panels more than offset higher volumes. Structural gross profit declined 14% to $21 million, and structural gross margin fell to 10% from 10.8% a year earlier. She also provided commodity price context, stating average lumber prices were about $378 per 1,000 board feet and panel prices about $438 per 1,000 square feet—down 12% and 20%, respectively, from the prior-year quarter. Looking to the first quarter, Wall said the company expected structural gross margin of 9% to 10%, with daily volumes down versus the fourth quarter and up versus the prior-year first quarter, again citing severe weather impacts in early 2025. Management said pricing in engineered wood products (EWP) appeared to have stabilized. Reddy said the company agreed with commentary that sequential EWP declines were likely at a bottom, based on macro data and conversations with customers and suppliers, adding that BlueLinx’s channel focus and “creative programs” helped it drive volumes while maintaining margins in a competitive environment. For full-year 2025, BlueLinx reported net sales of $3.0 billion (flat versus 2024) and adjusted EBITDA of $83 million, representing a 2.8% adjusted EBITDA margin. Adjusted net income was $7.8 million, or $0.97 per diluted share. GAAP net income was $219,000, or $0.02 per share. Wall said full-year gross profit was $452 million and gross margin was 15.3%, down 130 basis points year-over-year. SG&A was $381 million, up 4%, driven by Disdero, the extra week, increased sales and logistics expenses tied to channel growth, and investments in headcount and technology. BlueLinx highlighted cash generation and working capital management. Wall said the company generated operating cash flow of $62 million and free cash flow of $56 million in the fourth quarter, driven largely by lowering inventory levels to match demand. For the full year, operating cash flow was $60 million and free cash flow was $33 million. At year-end, Wall said cash and cash equivalents were $386 million, and total liquidity was about $726 million, including $340 million of undrawn revolver capacity. Total debt (excluding real property financing leases) was $381 million, and net debt was negative $5 million, reflecting a net cash position. She added there were no material debt maturities until 2029. On capital allocation, management said the company repurchased $38 million of shares in 2025 and ended the year with $58.7 million remaining under existing repurchase authorizations. Capital expenditures were $5.4 million in the fourth quarter, including spending related to digital investments and fleet and branch maintenance. Reddy emphasized continued investment in the multifamily channel, citing 19% volume growth in multifamily in 2025. He acknowledged multifamily carries longer inventory cycles and lower gross margins due to direct sales and competitive pricing, but said the company views it as a long-term growth opportunity due to housing affordability pressures. In discussion with analysts, Reddy said forecasting for multifamily demand has been “all over the map,” but reiterated confidence that BlueLinx can continue to take share given its services and investments, including takeoff capabilities, project management, specialized delivery equipment, and dedicated business development resources. BlueLinx also provided updates on its digital transformation. Reddy said Phase I was completed on time and under budget, including enhancements to master data management and a new Oracle Transportation Management system. While the company launched e-commerce pilots, management said it pivoted to focus more on helping large customers optimize their own digital platforms, citing rapid change in AI and the potential obsolescence of traditional e-commerce investments. Reddy said BlueLinx expanded internal AI initiatives, enabling many salaried associates to build “agentic agents” to streamline work, including tools for modeling and analytics and applications supporting areas like inventory management, commercial initiatives, and training. On warehouse technology, Reddy said BlueLinx “absolutely” believes in warehouse management systems and has had a successful pilot, with targeted investments planned over the next 12 to 24 months. Finally, management said the acquisition of Portland-based Disdero Lumber Co. is performing as expected and supports BlueLinx’s goals of increasing specialty product sales, growing multifamily, and strengthening its Western U.S. presence. Reddy said the company has an active M&A pipeline aligned with a two-pronged strategy: expanding specialty mix and supporting geographic expansion. BlueLinx Corporation is a leading distributor of building products in the United States, serving professional builders, contractors and industrial customers. The company offers a comprehensive portfolio that includes lumber, engineered wood products, plywood, oriented strand board, siding, railing, millwork and specialty construction materials. Through its nationwide network of distribution centers, BlueLinx provides inventory management, delivery and supply-chain solutions designed to help customers streamline operations and reduce carrying costs. Founded in 2004 as a spin-off from Georgia-Pacific's distribution business, BlueLinx has developed a broad product line that spans both residential and commercial construction markets. The article "BlueLinx Q4 Earnings Call Highlights" was originally published by MarketBeat.